Vanguard Target Retirement 2040 Acc
Mixed Investment 40-85% SharesPricing frequency
Daily
Dealing cut off time
08:45
Type
OEIC
Yield
1.60%
NAV
£193.47
Ongoing charge
0.24%
Latest actual NAV date
18-04-2024
ISIN
GB00BZ6VK781
UCITS
Yes
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Growth of 10k
Asset allocation
Top 10 holdings
Investment objective
The Fund’s investment objective is to achieve an increase in value and, consistent with a gradually changing investment allocation, hold investments that will pay out money for investors planning to retire in or within approximately five years after 2040. The Fund will seek to achieve its investment objective by investing more than 90% of its assets in passive funds that track an index, which are managed or operated by the ACD or its associates (“Associated Schemes”).
Morningstar ratingTM
Morningstar sustainability ratingTM
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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